AUM
$146.3M
Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
Search advisors
Filter by name, location, specialty, or legal structure. All data from public SEC filings.
General partnership structures.
67 advisers found
AUM
$137.7M
Licensed in CA, ID, OR, TX
CAIDORTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
AUM
$132.3M
Licensed in CA, ID, TX
CAIDTX
Wealth MgmtTrusts & EstatesInstitutional
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
—
Fees
Percentage of AUM
AUM
$123.3M
Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
AUM
$110.6M
Based in TX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
AUM
$98.6M
Based in TX
Wealth MgmtRetirement
- Portfolio management (individuals)
- Pension consulting
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
Advisory firmPartnershipWebsite listed
BILLS ASSET MANAGEMENT
AUM
$63.2M
Single-office firm
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
Advisory firmPartnershipWebsite listed
FINANCIAL EDGE
AUM
$51.0M
Single-office firm
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$49.0M
Based in TX
Financial PlanningWealth MgmtFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
Advisory firmPartnershipWebsite listed
MARKETTREND ADVISORS, LTD.
AUM
$32.9M
Single-office firm
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
Team
2 advisors
Clients
—
Fees
Percentage of AUM
AUM
$17.0M
Based in TX
Financial PlanningWealth Mgmt
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
Advisory firmPartnershipWebsite listed
P/E CAPITAL INVESTMENTS
AUM
$9.0M
Single-office firm
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Commissions +1 more
Advisory firmPartnershipWebsite listed
57BLOCKS CAPITAL GP
AUM
—
Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
Advisory firmPartnershipWebsite listed
ALTITUDE FINANCIAL PLANNING
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
- Educational seminars
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
AUM
—
Based in IL
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in MA
- NO ADVISORY SERVICES; CPA SERVICES ONLY
Team
2 employees
Clients
0
Fees
REFERRAL FEE ONLY
AUM
—
Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in CA
- SOLICITOR/FINDER
Team
1 advisors
Clients
0
Fees
SOLICITOR/FINDER
Advisory firmPartnershipWebsite listed
LAWRENCE RUSSELL AND COMPANY
AUM
—
Single-office firm
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
AUM
—
Single-office firm
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in CA
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in CA
Financial PlanningFee-Only/Hourly
- Financial planning
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
AUM
—
Based in TX
Team
—
Clients
—
Fees
Fees not disclosed
AUM
—
Based in TX
Team
—
Clients
—
Fees
Fees not disclosed